General Investing >> Money Manager Interviews >> September 21, 2025

Targeting U.S. Large Caps With Consistent Cash Flow Growth

Chaitman, Sean
Sean Chaitman is the President and Chief Investment Officer of Shelter Rock Management. He has three decades of investment experience as a portfolio manager and a research analyst. Prior to Shelter Rock, he was a member of the investment team at Heirloom Capital Management, a long and short equity fund. Mr. Chaitman was also previously a senior equity research analyst at Jesup & Lamont Securities Corporation and a member of Smith Barney’s value stock research team. He has an MBA from Columbia Business School and a B.S. in Economics from the University of Wisconsin at Madison. He has been quoted and featured in The Wall Street Journal, Investor’s Business Daily, Forbes and The Wall Street Transcript. Profile
Word count: 1,921

TWST: It has been a few years since you last spoke with us, so let’s start with a refresher on Shelter Rock Management, a bit about the company’s history and your